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Best Financial Advisors in Goodyear

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Goodyear, AZGoodyear, AZ

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Goodyear, AZGoodyear, AZ

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

1616 N Litchfield Rd Suite 260, Goodyear, AZ 85395
Goodyear, AZ 85395
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist

American Wealth Advisers provides various financial services for clients throughout Goodyear and the surrounding cities. This independent firm offers financial planning using its six-level process. It provides clients with customized financial plans and conducts follow-up and alignment meetings and account monitoring. It assists clients in dealing with investment management, budget and cash flow, retirement projections, and education, estate, and tax planning matters. From 2013 to 2015, the firm was listed among Phoenix Magazine's Top Wealth Managers.

1616 N Litchfield Rd Suite 260, Goodyear, AZ 85395
Goodyear, AZ 85395

Website(602) 441-9441

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

14500 N Northsight Blvd, Suite 200, Scottsdale, AZ 85260
Scottsdale, AZ 85260
  • Certified Financial Planner (CFP)
  • Financial Planning

ARQ Wealth Advisors is a consulting firm that offers financial and retirement planning services for customers based in the Goodyear area. Its financial advisors have more than 20 years of advisory experience and possess multiple credentials, such as CFA, RICP, AIF, and CFP. They develop individualized plans to meet clients' unique financial situations. They have a Wealth Apex program that involves wealth management and financial planning designed for non-profit organizations, trusts, individual investors, and businesses. Investment management and portfolio risk management services are also available.

14500 N Northsight Blvd, Suite 200, Scottsdale, AZ 85260
Scottsdale, AZ 85260

Website(480) 214-9572

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

11323 W Bell Rd. #301, Surprise, AZ 85378
Surprise, AZ 85378
  • Certified Financial Planner (CFP)
  • Estate and Trust Specialist
  • Retirement Planning

Asset Preservation is a financial advisory firm that serves the Goodyear metro and its surrounding areas. Its team of advisors utilizes a three-step financial advisory method that involves certain tasks, like conducting asset reviews, finding appropriate financial strategies, and developing a unique plan of action that can help clients reach their goals. Estate planning, retirement planning, and other tax services are also available to clients who want to efficiently manage their finances. Asset Preservation has been featured on FOX 10, Fortune, and Forbes.

11323 W Bell Rd. #301, Surprise, AZ 85378
Surprise, AZ 85378

Website(602) 449-0146

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

16 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

14780 W. Mountain View Blvd Suite #211, Surprise, AZ 85374
Surprise, AZ 85374
  • Certified Financial Planner (CFP)

Dynamic Wealth Management caters to families and individuals in the Goodyear metro and nearby areas. It helps clients achieve their financial goals through its estate, retirement, and tax planning solutions. The company also creates long-term care strategies and reviews customers' cash flow and investment portfolios. Its financial advisor, Gary Luna, has been a part of the team since 2012. He is a CPA and a CFP who has been in the industry for more than two decades.

14780 W. Mountain View Blvd Suite #211, Surprise, AZ 85374
Surprise, AZ 85374

Website(623) 466-6060

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.6 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

14155 N. 83rd Ave., Suite 144, Peoria, AZ 85381
Peoria, AZ 85381
Instagram
  • Certified Financial Planner (CFP)
  • Retirement Planning

Fullerton Financial Planning is an independent firm that serves clients in Goodyear. It evaluates their financial situation and formulates long-term care strategies. Its services cover financial, retirement, and Medicare planning and investment management. The firm also provides financial advice on investment assets, including bonds, equities, securities, and real estate. Stephanie Fullerton, its president, has a weekly radio show and appears on her own television show—Fullerton Financial Hour. She has also published a book that serves as a financial guide.

14155 N. 83rd Ave., Suite 144, Peoria, AZ 85381
Peoria, AZ 85381

InstagramWebsite(623) 974-0300

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4.2 / 5 ( Best)

Total Reviews:

11 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

12213 W. Bell Rd., Suite 209, Surprise, AZ 85378
Surprise, AZ 85378
  • Retirement Planning
  • Tax Planning

Hillspring Financial offers services to help individuals in Goodyear put their finances in order and implement ways to grow them. Its advisors analyze individuals' cash flow and counsel them in budgeting their money. They help in managing risks by obtaining appropriate insurance products. The financial consultants offer insight on investment options like IRAs to help in retirement income accumulation. In addition, they strategize clients' employee benefits, investment, income tax, retirement, and estate planning. President Kent G. Forsey has a CFP designation.

12213 W. Bell Rd., Suite 209, Surprise, AZ 85378
Surprise, AZ 85378

Website(623) 583-6141

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

9844 W. Yearling Road, Suite D1160, Peoria, AZ 85383
Peoria, AZ 85383
  • Certified Financial Planner (CFP)
  • Tax Planning

Independent Wealth Management & Insurance Services is a team of financial advisors serving Goodyear and the surrounding areas. The firm specializes in retirement income strategies, wealth management, investments, asset protection strategies, and IRA legacy planning. It also offers life insurance plans and annuities. Its team of professionals helps with estate and tax planning, probate, and charitable giving. Martin Guzman, the firm's founder, has been guiding clients on their retirement for almost three decades. He is a member of the National Institute of Certified Estate Planners.

9844 W. Yearling Road, Suite D1160, Peoria, AZ 85383
Peoria, AZ 85383

Website(623) 776-1100

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

9590 E Ironwood Square Drive Suite 110, Scottsdale, AZ 85258
Scottsdale, AZ 85258
  • Certified Financial Planner (CFP)
  • Tax Planning

Jackson Roskelley Wealth Advisors is an independent firm serving individuals, families, women investors, senior executives, and business owners in Goodyear and the surrounding areas. It provides a wide range of financial services, including risk management, and investment, retirement, tax, and estate planning. The president of the company, Jackson Roskelley, has earned the CFP designation and is a former director of programming for the Financial Planning Association of Greater Phoenix. He has also been quoted in Forbes and The Wall Street Journal.

9590 E Ironwood Square Drive Suite 110, Scottsdale, AZ 85258
Scottsdale, AZ 85258

Website(480) 609-1055

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

13843 W. Meeker Blvd Suite 105, Sun City West, AZ 85375
Sun City West, AZ 85375
  • Certified Financial Planner (CFP)
  • Wealth Management

Prime Wealth Advisors provides retirement, tax, and estate planning advice and wealth management services to clients in the Goodyear metro. Its team of financial planners and investment managers helps clients in implementing solutions that allow them to structure a secure income stream in retirement. It also works with clients closely during their transition and retirement years to ensure their assets are preserved properly. In support of its service, the firm's members have earned Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter designations.

13843 W. Meeker Blvd Suite 105, Sun City West, AZ 85375
Sun City West, AZ 85375

Website(623) 777-7463

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

25 (Best)

Score Consistency:

Variable (Good)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

5060 North 40th Street, Ste. 200, Phoenix, AZ 85018
Phoenix, AZ 85018
  • Certified Financial Planner (CFP)

The Family Office Phoenix is a wealth management firm that serves clients in the Goodyear area. It provides seven insights on how clients can sustain their wealth. The firm assists clients in building and executing strategic wealth plans. Its process includes learning about the clients' purposes and circumstances and working together to plan for their specific goals. It conducts re-evaluation sessions to adapt to lifestyle changes over the years. The Family Office Phoenix has been in operation for over 10 years.

5060 North 40th Street, Ste. 200, Phoenix, AZ 85018
Phoenix, AZ 85018

Website(602) 466-2611

Show Number

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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